Videos
Your Financial Shield: Advanced Cybersecurity Tactics Webinar Replay
In today’s digital age, cybersecurity threats are more prevalent than ever—with over one million passwords compromised each week and an identity stolen every 22 seconds. Don’t miss your chance to turn the tide against cyber threats. This webinar is your opportunity to gain expert insights and understand the critical aspects of staying safe online to…
Read MoreApril 2024 Market Update
In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media to…
Read MoreSpring Cleaning Your Finances with Steve Denton
For many, spring means opening windows, sweeping the dust out and rotating our wardrobes. While you’re freshening up your home, consider ways to also tidy up your finances. You may be surprised at what’s hiding in your accounts and inboxes, financial documents and tax returns. Stay Connected with Merit: Subscribe to our YouTube channel.
Read MoreFinancial Literacy with Max Baer
One of our core objectives here at Merit is to educate our clients so they are armed with knowledge to make life’s big decisions. Whether you’re in the early years of your career or have a child beginning theirs, here are some quick tips to start your financial journey. Stay Connected with Merit: Subscribe to our YouTube…
Read MoreMarch 2024 Market Update
In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor.   Stay Connected. Stay Informed. Follow us on…
Read MoreElevating Your Financial Journey: Merit Financial Advisor’s Mission for 2024
Check out the video below for an exciting glimpse into Merit Financial Advisors’ mission for 2024, where Kay Lynn Mayhue, President, and Rick Kent, CEO and Founder, share Merit’s commitment to enriching the lives of our clients. Here are the key takeaways: Merit Financial Advisors’ mission for 2024 is not just a promise but a…
Read MoreFebruary 2024 Market Update
In this February Market Update, Brian Andrew, CFA®, Chief Investment Officer, reviews this month’s market trends and the implications for the upcoming month. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media to be…
Read MoreSupercharge Your Retirement
Unlock the full potential of your employer-sponsored retirement savings with these four powerful tips from Merit Wealth Manager Mark Fried, to supercharge your nest egg. Whether you’re just starting out, or nearing retirement, understanding these plans is vital. Reach out to your Merit Advisor to learn more. Stay Connected with Merit: Subscribe to our YouTube channel.
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